Ferguson Wellman Capital Management Inc. Acquires 11,859 Shares of Wells Fargo & Company $WFC

Ferguson Wellman Capital Management Inc. raised its holdings in Wells Fargo & Company (NYSE:WFC) by 1.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 935,821 shares of the financial services provider’s stock after acquiring an additional 11,859 shares during the quarter. Wells Fargo & Company makes up about 1.3% of Ferguson Wellman Capital Management Inc.’s portfolio, making the stock its 23rd largest holding. Ferguson Wellman Capital Management Inc.’s holdings in Wells Fargo & Company were worth $78,441,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Livforsakringsbolaget Skandia Omsesidigt increased its holdings in Wells Fargo & Company by 2,735,254.3% in the second quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 949,769,723 shares of the financial services provider’s stock valued at $76,095,550,000 after purchasing an additional 949,735,001 shares during the period. Norges Bank acquired a new position in Wells Fargo & Company during the 2nd quarter worth about $3,990,551,000. Massachusetts Financial Services Co. MA grew its position in shares of Wells Fargo & Company by 54.9% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 16,635,681 shares of the financial services provider’s stock valued at $1,332,851,000 after buying an additional 5,894,747 shares during the last quarter. Amundi increased its stake in shares of Wells Fargo & Company by 18.2% in the second quarter. Amundi now owns 14,155,753 shares of the financial services provider’s stock valued at $1,165,868,000 after buying an additional 2,180,693 shares during the period. Finally, Laurel Wealth Advisors LLC increased its stake in shares of Wells Fargo & Company by 8,010.7% in the second quarter. Laurel Wealth Advisors LLC now owns 1,973,730 shares of the financial services provider’s stock valued at $158,135,000 after buying an additional 1,949,395 shares during the period. Institutional investors own 75.90% of the company’s stock.

Key Stories Impacting Wells Fargo & Company

Here are the key news stories impacting Wells Fargo & Company this week:

• Positive Sentiment: Analyst preview arguing Wells Fargo’s rerating is largely complete and that execution (fee growth, capital returns) should justify a higher valuation; the author raised a $110 target. Wells Fargo Preview Q4 2025: The Rerating Is Done, Now Execution
• Positive Sentiment: TD Cowen raised its price target on WFC from $93 to $102 (hold), signaling incremental analyst confidence and providing near-term upside for the stock. Benzinga
• Positive Sentiment: Zacks and other note writers highlighted Wells Fargo’s history of earnings beats and the firm’s potential to beat again, supporting investor expectations ahead of the quarterly report. Will Wells Fargo (WFC) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Wells Fargo research flagged that December CPI—delayed from November—will likely look firmer than the shutdown-softened November print, but still consistent with easing underlying inflation; this is a macro datapoint investors will watch for Fed implications. December CPI rebound expected after shutdown-softened November: Wells Fargo
• Neutral Sentiment: Wells Fargo confirmed its Q4 2025 earnings release date (Jan. 14); the print and guidance will be the immediate catalyst for further moves. Wells-Fargo-to-Announce-Fourth-Quarter-2025-Earnings-on-Jan.-14-2026
• Neutral Sentiment: Wells Fargo published thematic research (e.g., top AI-driven software stocks) — useful for institutional clients but only indirectly relevant to WFC’s share price. Wells Fargo Names Its Top AI-Driven Software Stocks for 2026
• Negative Sentiment: Robert W. Baird downgraded WFC from hold to strong sell (and other notes showed reiterated underperform views), creating downside pressure from institutional desks that disagree with the optimistic re-rating. Wells Fargo downgraded by Baird
• Negative Sentiment: Some outlets noted recent sharper intraday weakness versus the broader market, reflecting ongoing concern that upside is now more dependent on flawless execution and the upcoming quarter’s beat. Wells Fargo (WFC) Sees a More Significant Dip Than Broader Market

Wells Fargo & Company Stock Up 1.4%

Shares of NYSE WFC opened at $95.64 on Friday. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.07. The firm has a market cap of $300.22 billion, a PE ratio of 15.73, a P/E/G ratio of 0.86 and a beta of 1.09. The company’s fifty day simple moving average is $89.56 and its 200 day simple moving average is $84.27. Wells Fargo & Company has a 12-month low of $58.42 and a 12-month high of $97.76.

Wells Fargo & Company (NYSE:WFC) last announced its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $1.73 earnings per share for the quarter, beating the consensus estimate of $1.55 by $0.18. The firm had revenue of $21.44 billion for the quarter, compared to analyst estimates of $21.11 billion. Wells Fargo & Company had a net margin of 17.18% and a return on equity of 12.51%. The business’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.42 earnings per share. As a group, sell-side analysts forecast that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 7th were issued a $0.45 dividend. The ex-dividend date was Friday, November 7th. This represents a $1.80 annualized dividend and a yield of 1.9%. Wells Fargo & Company’s dividend payout ratio is presently 29.61%.

Analyst Ratings Changes

Several analysts recently commented on WFC shares. Cowen reiterated a “hold” rating on shares of Wells Fargo & Company in a report on Wednesday. Robert W. Baird reaffirmed an “underperform” rating and issued a $90.00 price objective on shares of Wells Fargo & Company in a research note on Tuesday. Barclays increased their price objective on shares of Wells Fargo & Company from $94.00 to $113.00 and gave the stock an “overweight” rating in a research report on Monday. Citigroup boosted their target price on shares of Wells Fargo & Company from $85.00 to $90.00 and gave the company a “neutral” rating in a report on Tuesday, September 23rd. Finally, HSBC reiterated a “hold” rating and set a $74.00 price target on shares of Wells Fargo & Company in a report on Wednesday. Twelve equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $93.91.

Wells Fargo & Company Profile

Wells Fargo & Company is a diversified, U.S.-based financial services company headquartered in San Francisco, California. Founded in 1852 by Henry Wells and William G. Fargo, the firm has evolved from its origins in express delivery and pioneer-era banking into one of the largest full-service banks in the United States. The company provides a broad range of financial products and services to individual, small business, commercial, and institutional clients. Charles W. Scharf serves as chief executive officer.

Wells Fargo operates across several core business segments, including consumer banking and lending, commercial banking, corporate and investment banking, and wealth and investment management.